Unclaimed
Kenneth Joseph Harzynski is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with LPL Financial LLC, a well-established firm with over $50 billion in assets under management. Kenneth has a strong track record of providing financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/26/2024 - Present
LPL Financial LLC (ROCHESTER NY)
NY
09/01/2023 - 08/28/2024
OSAIC WEALTH, INC. (ROCHESTER NY)
NY
12/01/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ROCHESTER NY)
NY
05/23/2001 - 12/02/2016
CADARET, GRANT & CO., INC. (ROCHESTER NY)
NY
01/17/1992 - 05/23/2001
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
NY
09/20/1988 - 09/11/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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